Rockline Wealth Management’s Broadcom AVGO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
44,866
+1,057
| +2% | +$291K | 2.93% | 6 |
|
|
2025
Q1 | $7.33M | Buy |
43,809
+17,904
| +69% | +$3M | 2.04% | 12 |
|
|
2024
Q4 | $6.01M | Buy |
25,905
+1,736
| +7% | +$402K | 1.6% | 14 |
|
|
2024
Q3 | $4.17M | Buy |
24,169
+1,419
| +6% | +$245K | 1.18% | 26 |
|
|
2024
Q2 | $3.65M | Buy |
22,750
+1,040
| +5% | +$167K | 1.13% | 25 |
|
|
2024
Q1 | $2.88M | Buy |
+21,710
| New | +$2.88M | 1.01% | 35 |
|